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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4+ years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,159 |
MARSH & MCLENNAN AGENCY LLC4+ years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $26,808 |
EMPOWER ADVISORY GROUP, LLC4+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,207 |
11 funds of $250K or more; 14 lines in all, holding $12.9M of the plan's $13.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $7.5M | 58.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 16.0% |
| Collective Trusts American Century Large Cap Growth Fund IV CL R1 American Century · Collective trust | $880K | 6.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $539K | 4.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $535K | 4.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $303K | 2.4% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $220K | 1.7% |
| Large Cap Value Fund III CL R1 JPMorgan · Mutual fund Possible retail class R1 | $204K | 1.6% |
| Blackrock Emerging Markets Fund, Inc. BlackRock · Mutual fund | $163K | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $154K | 1.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCollective Trusts American Century Large Cap Growth Fund IV CL R1 | $880K |
| DroppedUltra Fund R6 Class | $630K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.